Liberty Wealth Management’s Automatic Data Processing ADP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
+4,401
| New | +$1.36M | 0.21% | 68 |
|
|
2025
Q1 | – | Sell |
-4,684
| Closed | -$1.37M | – | 158 |
|
|
2024
Q4 | $1.37M | Buy |
4,684
+1,553
| +50% | +$455K | 0.23% | 67 |
|
|
2024
Q3 | $866K | Buy |
3,131
+265
| +9% | +$73.3K | 0.15% | 85 |
|
|
2024
Q2 | $684K | Buy |
2,866
+7
| +0.2% | +$1.67K | 0.13% | 95 |
|
|
2024
Q1 | $714K | Buy |
2,859
+3
| +0.1% | +$749 | 0.14% | 85 |
|
|
2023
Q4 | $665K | Buy |
2,856
+58
| +2% | +$13.5K | 0.14% | 80 |
|
|
2023
Q3 | $673K | Buy |
2,798
+3
| +0.1% | +$722 | 0.17% | 70 |
|
|
2023
Q2 | $614K | Buy |
2,795
+2
| +0.1% | +$440 | 0.15% | 77 |
|
|
2023
Q1 | $622K | Buy |
+2,793
| New | +$622K | 0.13% | 101 |
|
|
2022
Q3 | $686K | Sell |
3,036
-14
| -0.5% | -$3.16K | 0.18% | 64 |
|
|
2022
Q2 | $640K | Sell |
3,050
-156
| -5% | -$32.7K | 0.26% | 67 |
|
|
2022
Q1 | $729K | Buy |
3,206
+146
| +5% | +$33.2K | 0.26% | 60 |
|
|
2021
Q4 | $754 | Sell |
3,060
-409
| -12% | -$101 | 0.03% | 76 |
|
|
2021
Q3 | $706K | Sell |
3,469
-29
| -0.8% | -$5.9K | 0.25% | 60 |
|
|
2021
Q2 | $695K | Buy |
3,498
+2
| +0.1% | +$397 | 0.27% | 55 |
|
|
2021
Q1 | $581K | Hold |
3,496
| – | – | 0.28% | 55 |
|
|
2020
Q4 | $581K | Sell |
3,496
-160
| -4% | -$26.6K | 0.28% | 55 |
|
|
2020
Q3 | $510K | Sell |
3,656
-34
| -0.9% | -$4.74K | 0.3% | 51 |
|
|
2020
Q2 | $549K | Buy |
3,690
+3
| +0.1% | +$446 | 0.39% | 45 |
|
|
2020
Q1 | $504K | Sell |
3,687
-47
| -1% | -$6.43K | 0.44% | 42 |
|
|
2019
Q4 | $636K | Sell |
3,734
-192
| -5% | -$32.7K | 0.5% | 37 |
|
|
2019
Q3 | $634K | Buy |
3,926
+25
| +0.6% | +$4.04K | 0.6% | 33 |
|
|
2019
Q2 | $645K | Sell |
3,901
-29
| -0.7% | -$4.8K | 0.57% | 38 |
|
|
2019
Q1 | $627K | Buy |
3,930
+234
| +6% | +$37.3K | 0.47% | 29 |
|
|
2018
Q4 | $484K | Buy |
+3,696
| New | +$484K | 0.36% | 38 |
|